{"podcast":{"title":"FundCalibre - Investing on the go","slug":"fundcalibre-investing-on-the-go-709585","podcast_index_feed_id":709585,"rss_url":"https://rss.buzzsprout.com/1890790.rss","website_url":"http://www.fundcalibre.com","image_url":"https://storage.buzzsprout.com/lk1zk6bail3j2s2t4pp6z7794rdp?.jpg","author":"FundCalibre","episode_count":404,"summary":"Investing on the go gives you direct access to the people who manage your ISA and pensions savings. Our hosts will be interviewing finance professionals on everything from their successes and failures to current ideas and insights. At meetings, before events and even if we bump into them on the street, we'll grab five minutes with these experts to discuss how your own personal finances could be impacted by topics such as US elections, the move from petrol to electric vehicles, the growth in artificial intelligence and robots, and so much more. Our ultimate goal is to bring to life the world of investments and uncover new and exciting opportunities, all while inspiring you to invest and giving you the confidence and knowledge to make the right decisions. To do this we often ask the managers why they are invested in individual companies. This is for illustration only and should not be taken as a recommendation to buy or sell that stock. The fund manager may or may not still own these companies at the time of your listening. For more investment research visit us at www.fundcalibre.com and follow us on twitter and facebook @FundCalibre","last_synced_at":"2026-07-16T10:17:49.268361+00:00","page_url":"https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585"},"episode":{"title":"396. What investors keep getting wrong about cycles","slug":"396-what-investors-keep-getting-wrong-about-cycles","published_at":"2026-05-13T23:00:00+00:00","page_url":"https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/396-what-investors-keep-getting-wrong-about-cycles","show_page_url":"https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585","url":"https://www.buzzsprout.com/1890790/episodes/19164640-396-what-investors-keep-getting-wrong-about-cycles.mp3","audio_url":"https://www.buzzsprout.com/1890790/episodes/19164640-396-what-investors-keep-getting-wrong-about-cycles.mp3","summary":"Markets are often driven less by logic and more by emotion, and that pattern hasn’t changed despite decades of evolution in investing tools and technology. Nick Clay, manager of the TM Redwheel Global Equity Income fund, joins us this week to explore how cycles of greed and fear continue to shape market behaviour, and why volatility is returning after years of unusually stable conditions. We discuss inflation, AI-driven disruption, shifting definitions of quality and why valuation discipline ...","meta_description":"Markets are often driven less by logic and more by emotion, and that pattern hasn’t changed despite decades of evolution in investing tools and technology…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1967,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/fundcalibre-investing-on-the-go-709585/episodes/396-what-investors-keep-getting-wrong-about-cycles/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/396-what-investors-keep-getting-wrong-about-cycles.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}